Release Notes (Intacct)

to learn about how to update your plugin visit updating the plugin (intacct) docid\ cwlw6id6ds3vpnhr2iake 2026 may 2026 note these updates are part of our may 2026 release while you may see these features documented in our guides earlier, please note that all changes will officially go live on may 13, 2026 new products added we are excited to announce a streamlined ui refresh and enhanced data visibility for our clients this update focuses on better organization for diverse account types and improved transaction tracking the page you know as balances and transactions is evolving to support our expanding ecosystem of account types, we have rebranded this space to bank accounts this new ui provides a cleaner foundation for managing multiple financial streams in one place key benefits and highlights new "counterparty name" column to help you identify partners and sources faster, we’ve added a counterparty name column to the transactions model note this column will appear blank as we are working on extracting out this information dedicated deposit account tabs organization just got easier use the new deposit account type tab to instantly access all information related to your checking and savings accounts, keeping them distinct from other account types enhanced filtering & search stop digging through rows of data you can now perform targeted searches and filter your views by bank reference customer reference amount description post date visual ui refresh & country identifiers we’ve added country images (flags/identifiers) to the account interface this allows you to spot the geographic source of funds and account origins at a single glance, providing better global context for your treasury team enhanced features we are introducing an upgraded positive pay experience for the intacct plugin, featuring a modern ui, enhanced visibility, and greater control to enable this feature, please contact your bank representative key benefits and highlights streamlined check transmission automatically extract check details from intacct and transmit your entire check run to the bank with just a few clicks, saving time and minimizing manual effort real time dashboard & alerts see counts of open, failed, and invalid checks at a glance, with instant alerts highlighting issues that need your attention seamless payment approvals integration if payment approvals is enabled, positive pay transactions move into the approval workflow before final transmission, ensuring proper controls while preventing delays comprehensive audit trail & history track every transmission’s real time status, completed, failed, or in progress, with detailed feedback messages and who initiated the transmission exception handling & resolution easily identify invalid checks caused by bank account mismatches and resolve issues through the fispan portal unwanted checks can be removed from the plugin without affecting intacct data dual menu options you’ll see both the legacy positive pay page and positive pay (new), enabling you to explore the modern interface at your own pace modern upa interface dashboard counters for open, failed, and invalid checks; consistent layout with other features; cleaner navigation improvements we’ve updated the payment history page to ensure all transaction statuses are accurately represented records designated as "completed with change" now populate correctly within your history view this update ensures the continued integrity of your payment data, providing a comprehensive and reliable audit trail for all finalized transactions april 2026 improvements experience the next generation of payment management with accounts payable we've launched our new payments and payment methods modules, offering a powerful suite of capabilities to help you streamline payment runs and improve operational efficiency improved user interface retain bill selection select bills across multiple pages without losing your previous selection, and apply different filters while maintaining your selection fixed columns key information (vendor name, amount) now remains visible at all times as you scroll horizontally quickly reference critical payment details without scrolling back enhanced filtering advanced filters are now available for every column on the page find and organize payments with greater precision quick actions set a vendor's default payment method directly from the payments page, eliminating unnecessary navigation to vendor settings better error handling & visibility failure alerts a new banner on the payments page alerts you immediately if one or more payments fail within a run, allowing you to catch issues early and take corrective action quickly detailed error insights failed payments now display an error icon within the list of open bills click the icon to reveal the specific error message for rapid troubleshooting vendor health alert a prominent alert at the top of the page notifies you if any vendors are missing a default payment method addressing missing payment methods ensures smoother payment runs simplified vendor management exclude vendors select any vendors that would never be paid in the plugin by preventing their bills from appearing in the payments page for more information on accounts payable and payment methods, please refer to our product guides bill payments (intacct) docid 1cvdm5jiwq4eef45p7xtz and payment methods (intacct) docid\ u4szwf3y48evaz5efxed5 features added for testing we've introduced account to account (a2a) transfers within the plugin this upcoming feature will allow you to move funds seamlessly between matched bank accounts directly within your intacct environment please note that while this option may now be visible, it is not yet active for use march 2026 improvements we’ve improved the bill payment process to prevent selection of bills linked to vendors with pending approval changes this update enhances accuracy and ensures payments are processed only when vendor updates are fully approved february 2026 improvements general improvements and bug fixes january 2026 improvements general improvements and bug fixes 2025 december 2025 new feature added you may now see that the payment approvals product is available with your erp please note that this product is currently in a pilot phase to inquire about being added to the pilot, please contact your bank representative directly for more information on payment approvals, please refer to our product guide payment approvals (intacct) docid\ p 9la7 vgmpiqxz u5t5z